Benefits:
401(k)
Company parties
Competitive salary
Dental insurance
Flexible schedule
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
General Statement of Responsibilities:
At J&Y Law, the Records Clerk is a key member of the Pre-Litigation Team. This position is responsible for supporting the claims process by coordinating with healthcare providers, insurance companies, and internal teams. The Records Clerk plays a critical role in gathering and organizing all relevant documents, including medical records, bills, and liens, ensuring timely and accurate file preparation. Compassionate communication with clients, attention to detail, and proactive case file management are central to this role. By fostering trust and maintaining high-quality service, the Records Clerk helps ensure a positive client experience.
Key Responsibilities:
Assess case file completeness and secure missing pre-retainer documents as needed
Review and verify the Intake and Retainer Packet for accuracy
Prioritize Significant Injury (SI) cases for prompt attention
Request police reports, photos, call logs, and videos within 24–48 hours of new intake
Request ER hospital records and all pre-retainer records/bills within 24–48 hours of intake
Notify government insurance providers (Medi-Cal, Medicare, IEHP, etc.) within 24–48 hours
Obtain incident reports for premises cases (if not included with R&I)
Request necessary documents for wrongful death cases
Update case management software with all pre-retainer and non-lien medical provider details
Scan, name, and organize medical records and bills in the appropriate folders
Save all other relevant reports and documents in the corresponding case folders
Notify the Case Manager upon receiving records or reports
Conduct introduction calls when the file is forwarded to GFRD
Compile all records, bills, and evidence required for demand packages
Obtain documentation for out-of-pocket medical expenses and loss of earnings (LOE)
Finalize and verify accuracy of the request tab for all medical providers
Notify clients when files are forwarded to the Demand Writing department and share writer’s contact
Regularly review the 30-Day No Contact Report to ensure ongoing client communication
Prepare GFRL (Getting File Ready for Litigation) cases with all required MD documentation
Seek opportunities to encourage clients to submit positive online reviews
Maintain professionalism and uphold J&Y Law’s reputation at all times
Deliver a high level of client satisfaction throughout the claims process
Perform other related tasks as assigned
Qualifications and Skills:
Strong organizational and follow-up abilities
Meticulous attention to detail
Excellent customer service skills with empathy and compassion
Clear and professional verbal and written communication
Working knowledge of case management procedures and platforms
Proficiency in Microsoft Word, Excel, Outlook, and Litify case management software
Professional demeanor and polished appearance
Focused on achieving personal, departmental, and Firm goals
Ability to thrive in a collaborative, team-oriented environment
Self-motivated and capable of working independently
At J&Y Law, we don’t just offer a job — we offer a career with purpose, stability, and a team you’ll be proud to grow with. We’re guided by our core values in everything we do:
Flexible work from home options available.